Stamford, CTCIK 20181144 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
90 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Disney Walt Co | 675.7K | $76.87M | 43.5% | −4 | Reduced |
| 2 | Microsoft Corp | 13.2K | $6.40M | 3.6% | +115 | Added |
| 3 | Apple Inc | 15.4K | $4.18M | 2.4% | −576 | Reduced |
| 4 | Itt Inc |
| 19.8K |
| $3.44M |
| 1.9% |
| +19.8K |
| New |
| 5 | Pnc Finl Svcs Group Inc | 15.8K | $3.30M | 1.9% | +239 | Added |
| 6 | Jpmorgan Chase & Co. | 10.0K | $3.22M | 1.8% | −310 | Reduced |
| 7 | Morgan Stanley | 17.7K | $3.13M | 1.8% | −525 | Reduced |
| 8 | Nextera Energy Inc | 38.5K | $3.09M | 1.8% | +152 | Added |
| 9 | Alphabet Inc | 9.8K | $3.06M | 1.7% | +304 | Added |
| 10 | Us Bancorp Del | 56.9K | $3.04M | 1.7% | +529 | Added |
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